Sanmina (SANM) Stock: Buy, Sell, or Hold?
SANM - Sanmina Corp
$154.47
-17.60 (-10.23%)
▼
5d:
-18.16%
30d:
-30.38%
90d:
-25.89%
WAIT
LOW Confidence
Analysis Updated: Oct 22, 2026 12:00 AM ET
Earnings: Nov 09, 2026
17d
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Interactive Price Chart (1 Month)
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Bottom Line:
⏸️ WAIT FOR STABILIZATION: SANM is down 18.2% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
⏸️ WAIT FOR STABILIZATION: SANM is down 18.2% over the last 5 days. While fundamentals may be solid, catching a falling knife is risky. Wait for price to stabilize before entering.
Long-Term Wealth Forecast (2031)
Based on Analyst Consensus Growth & Historical Valuation
0% (Stagnation)
50% (Hyper Growth)
EST. PRICE IN 2031
$352.47
Based on 10.2% avg growth
INTRINSIC VALUE TODAY
$218.86
29.4% Margin of Safety
How this is calculated: We use a Growth Decay Model: starting with analyst consensus growth (adjusted above) and gradually slowing it down to a long-term terminal rate (4%) by Year 5. This provides a more realistic valuation than assuming constant hyper-growth. We then apply a 15.5x Exit PE.
In-depth Analysis How we analyze
Valuation Analysis: SANM is currently trading at $154.47, which is considered oversold relative to its 30-day fair value range of $184.94 to $224.66. From a valuation perspective, the stock is trading at a discount (Forward PE: 11.0) compared to its historical average (15.5). Remarkably, the market is currently pricing in an annual earnings decline of 10.8% over the next few years. This pessimistic expectation contrasts with the company's recent 68.3% earnings growth, suggesting potential undervaluation if the company simply maintains stability.
Technical Outlook: Technically, SANM is in a downtrend. The price is currently testing key support at $153.12. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 10.2% recently.
Market Sentiment: SANM scores 25/100 on our bottoming-setup gauge. Note this measures entry quality, not trend direction — a low score can mean the chart is extended after a strong run (don't chase) or still falling without stabilization; better entries typically come after a pullback toward the 20-day average. Wall Street analysts see significant upside, with an average price target of $262.50 (+69.9%). Current signals suggest waiting for a better entry point before initiating new positions.
Technical Outlook: Technically, SANM is in a downtrend. The price is currently testing key support at $153.12. A bounce from this level would confirm strength, while a break below could signal further downside. Short-term momentum is weak, with the stock down 10.2% recently.
Market Sentiment: SANM scores 25/100 on our bottoming-setup gauge. Note this measures entry quality, not trend direction — a low score can mean the chart is extended after a strong run (don't chase) or still falling without stabilization; better entries typically come after a pullback toward the 20-day average. Wall Street analysts see significant upside, with an average price target of $262.50 (+69.9%). Current signals suggest waiting for a better entry point before initiating new positions.
Quick Decision Summary
Current Position
OVERSOLD
Historical Trading Range
$184.94 -
$224.66
Company Quality Score
43/100
(HOLD)
Options IV Signal
30th percentile
(COMPLACENCY WARNING)
Volume Confirmation
HIGH
Confidence Score
55.8%
Protect Your Profits
Holding SANM? Use our AI-powered strategies to protect your downside while keeping your long-term position.
View Profit Protection PlanAll Signals
- BULLISH: Price oversold vs 30-day range
- NEUTRAL: Options fairly priced (IV 30th percentile)
- BEARISH: Weak technical setup (25/100)
- BULLISH: High volume confirmation
- BEARISH: Downward momentum (-10.2%)
- BULLISH: Trading 69.9% below Wall St target ($262.50)
- WARNING: Composite score 43/100 in the bottom quintile — this cohort historically lags the market
Trading Range Analysis
30-Day Trading Range
$184.94 -
$224.66
Current vs Trading Range
OVERSOLD
Expected Move (7 Days)
±$17.38
(11.3%)
Support & Resistance Levels
Support Level
$153.12
Resistance Level
$225.24
Current Trend
Downtrend
Technical data as of
Oct 22, 2026
Fundamental Context
Forward P/E (Next Year Est.)
10.97
Wall Street Target
$262.50
(+69.9%)
Revenue Growth (YoY)
69.7%
Earnings Growth (YoY)
68.3%
Profit Margin
2.4%
Valuation Discount vs History
-10.8% cheaper
PE vs Historical
11.0 vs 15.5
CHEAP
Market-Implied Price Targets
If current PE multiple persists
Implied Growth (YoY):
-10.8%
(market-implied from PE analysis)
1-Year Target
$139.02
(-10%)
2-Year Target
$125.12
(-19%)
3-Year Target
$112.61
(-27%)
3-Yr Target (if PE normalizes)
(PE: 11→16)
$159.08
(+3%)
3-Year Scenarios
Using analyst projected EPS growth
Bull:
(PE: 19.9, Growth: 16.3%)
$439.66
(+185%)
Base:
(SPY PE: 11.0, Growth: 16.3%)
$242.90
(+57%)
Bear:
(PE: 9.3, Growth: 16.3%)
$206.46
(+34%)
📈
Valuation based on Current Earnings
RECOVERY PLAY: Stock looks expensive now (30x PE), but valuation improves significantly next year (11x PE) as earnings recover.
Trailing PE: 30.35 | Current EPS (TTM): $5.67
Bull Case
$378.55
(+145%)
Analyst growth 100.0%, PE expands to 33.4
Base Case
$344.14
(+123%)
Market implied 100.0%, PE stable at 30.4
Bear Case
$117.01
(-24%)
Severe decline -20.0%, PE contracts to 25.8
These are projections based on PE multiples and EPS growth scenarios, not predictions. Actual results may vary significantly.
💡
Upside Surprise Potential
If earnings stabilize (0% growth), PE could expand from 11.0 to 15.5
Stabilization Target:
$218.22
(+41.3%)
PE Expansion Potential:
+41.3%
Share & Embed Analysis
Last updated: October 22, 2026 6:18 PM ET
Data refreshes hourly during market hours. Next update: 7:18 PM
Data refreshes hourly during market hours. Next update: 7:18 PM
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Technical Signals Check
Is SANM showing a specific setup today?
Insider Activity (6 Months)
0
Buys
0
Sells
0
Net
NEUTRAL
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Advanced SANM Option Strategies
Professional options setups generated by AI based on today's SANM price and gamma walls.
